Visual Data with Excel Dashboards

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Categories: Microsoft Excel Training

£395 per delegate. This may be less for special offers on specific course dates and in-company training courses

Duration: 1 day

Trainer: WC315P

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Course Overview
Course Dates

Course Summary:

Dashboards will summarize and present the key indications of large data in an attractive visual display, hightlighting the most important trends so the most important aspects of data could could be seen in a snap second by glancing at attractive, colourful charts.

PowerPivot helps analyze the data and brings new capabilities to business users to analyse, explore and gain new insight into business and marketing data. Power Pivot help analyze and understand the growing quantities of data that are created on a daily basis.

Who should attend?

-Business users who analyse data with Excel or create management reports
-Excel users who want to analyze large data sets and also create relationships between tables
-Excel users who know how to Pivot Tables and Pivot Charts
-Excel users who wish to create interactive dashboards

Course Outline:

-Introduction
-Activating Power Pivot in Excel
-Browse, Filter and Sort PowerPivot Data
-PowerPivot Menu Options
-The AutoSum Function in Power Pivot

-Creating Pivot Tables with PowerPivot Data
-Creating PivotTables
-Changing the Method of Calculation
-Pivot Table Calculations
-Filtering with Slicers
-PivotTable Filters and Slicers
-Filtering PivotTables and PivotCharts
-Creating Hierarchies

Excel techniques that are essential for Dashboards:

-Offset
-Lookup formulae (Vlookup, Hlookup, Match, Index)
-Conditional formulae (If, Countifs, And, Or, etc.)
-Aggregate formulae
-Advanced filters to organise columns and filter rows

-Visuals
-Sparklines
-Charting: Pie, Line, Area, Column, Scatter, Bar charts,
-Charting: Axes, 2D, 3D chart elements, -Sizing of charts
-Charting: Formatting of charts
-Create dashboard heat maps and other shapes
-Conditional Formatting
-Highlight top and bottom products/ people etc

Excel Dashboard Tips and Tricks including:

-Adding inter-activity
-Forms and controls (for drop down lists to choose what you are comparing)
-Linking cells to a text box
-Linking cells to chart labels
-Linking dynamically to changing ranges and values

-Create Relationships with PowerPivot Data
-Create Relationships to Master Data
-Create PivotTables with Table Relationships
-Refreshing Dashboards inline with changing data

What is included:

-Laptops and data for the course. Let us know beforehand if you would like to bring your own
Excel Course Certificate on completion (assessment based)
-Excel Course notes
-Practical Class exercises, Excel Course Homework
-Tea, coffees, but no lunch
-To assist after the course, 1 free session for questions online via Skype or Teamviewer.
Max group size is 4.

The course either has new dates in data loading, or is only run as a dedicated or In Company course.

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